Welcome to our dedicated page for Berry Corporation SEC filings (Ticker: BRY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Berry Corporation (BRY) SEC filings page provides access to the company’s historical regulatory documents filed with the U.S. Securities and Exchange Commission. These filings include current reports on Form 8-K, annual and quarterly reports, and transaction-related documents that together outline Berry’s operations as a western United States independent upstream energy company and its eventual merger with California Resources Corporation (CRC).
For investors studying Berry’s historical business, annual reports on Form 10-K and quarterly reports on Form 10-Q contain detailed discussions of its onshore, low geologic risk, long-lived oil and gas reserves, primarily in California’s San Joaquin Basin and Utah’s Uinta Basin. These reports also describe Berry’s two business segments: exploration and production (E&P) and well servicing and abandonment services, including services provided in California through C&J Well Services (CJWS).
Multiple Form 8-K filings document significant corporate events. Notably, a Form 8-K filed on September 16, 2025, describes the Agreement and Plan of Merger among Berry, California Resources Corporation, and Dornoch Merger Sub, LLC. Subsequent 8-K filings report regulatory milestones, shareholder approval of the merger, and, on December 18, 2025, completion of the merger in which Dornoch Merger Sub merged with and into Berry, with Berry surviving as a direct, wholly owned subsidiary of CRC.
The December 18, 2025 Form 8-K also explains the conversion of BRY shares into CRC common stock at a fixed exchange ratio, the termination and payoff of Berry’s credit agreements, the change in control, and the steps taken to delist BRY from the Nasdaq Global Select Market via a Form 25 filing. It further notes Berry’s intention to file a Form 15 to suspend its periodic reporting obligations and terminate registration of its common stock.
On this page, Stock Titan pairs these historical SEC filings with AI-powered summaries that help explain key sections, such as merger terms, changes in capital structure, and delisting details, so users can more quickly understand the regulatory record surrounding Berry Corporation and the transition of BRY into a wholly owned subsidiary of California Resources Corporation.
Berry Corporation (BRY) called a special meeting to vote on its proposed merger with California Resources Corporation (CRC)0.0718 shares of CRC common stock. Based on CRC’s closing prices, the implied value per Berry share was $3.81 on September 12, 2025 and $3.39 on November 3, 2025.
The virtual meeting is on December 15, 2025 at 10:00 a.m. CT, and the record date is October 30, 2025 with 77,607,094 shares outstanding and entitled to vote. Adoption of the merger agreement requires the affirmative vote of a majority of outstanding shares. The Berry board unanimously recommends voting FOR all proposals.
Conditions include HSR waiting period expiration and FERC Section 203 authorization; the deal is not subject to CRC stockholder approval or CRC financing. Fractional CRC shares will be paid in cash based on a 15-day VWAP. If completed, Berry will become a wholly owned CRC subsidiary and BRY will be delisted. The agreement includes a $12,044,370 termination fee in specified cases and expense reimbursements up to $5 million. Expected timing is Q1 2026; no appraisal rights apply.
Berry Corp (BRY) disclosed an insider equity transaction. A director reported the conversion of restricted stock units into common shares on 10/23/2025.
The filing shows a Code M transaction settling 5,252 restricted stock units into 5,252 shares of common stock at a reported price of $0.00. Following the transaction, the director directly held 5,252 shares of common stock, and no derivative restricted stock units remained outstanding.
The explanation notes that each restricted stock unit represented a right to receive one share of Berry Corporation common stock on October 23, 2025.
Dimensional Fund Advisors LP reported beneficial ownership of 3,606,498 shares of Berry Corp common stock, representing
Berry Corporation filed a specialized disclosure report to comply with rules for resource extraction issuers. The company states that the required disclosure of payments related to resource extraction activities is provided in Exhibit 2.01, covering the fiscal year ended December 31, 2024.
The filing is signed on behalf of Berry Corporation by Michael S. Helm, who serves as Vice President and Chief Accounting Officer, confirming the company’s responsibility for the accuracy of this specialized payment disclosure.
Berry Corporation (BRY) filed an 8-K disclosing a merger-related agreement: an Agreement and Plan of Merger dated September 14, 2025 among Berry Corporation, California Resources Corporation and Dornoch Merger Sub, LLC. The filing references customary merger termination rights, including payment of a Cash-Out Price plus unpaid dividends, breaches of representations or covenants that could prevent closing, and a Material Adverse Effect carve-out. The filing cites related SEC filings and disclosure documents (including Berry's Form 10-K filed March 13, 2025) and points readers to corporate websites and Forms 3/4/5 for ownership details. The submission includes a Form of Executive Officer Retention Agreement and Inline XBRL cover page data, and is signed by Jenarae N. Garland.
Berry Corporation filed an 8-K that references multiple SEC filings and supplemental materials. The filing points investors to Berry's 10-K and other SEC filings available on its investor site and to CRC's related filings and proxy materials for information on directors, officers, and risk factors. The 8-K also cites a Press Release dated September 15, 2025 and an Investor Presentation dated September 15, 2025, and notes interactive Inline XBRL data on the cover page. The filing is signed by Jenarae N. Garland, Vice President, General Counsel, Corporate Secretary and Chief Compliance Officer. Specific details of the reported "material event" are not described in the provided text.